Financial Planning Administrator
at Artemis Recruitment Consultants Ltd
Burgess Hill, England, United Kingdom -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 13 Jul, 2024 | GBP 30000 Annual | 14 Apr, 2024 | N/A | Outlook,Interpersonal Skills,Teams,Excel,It | No | No |
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| Permanent | Independent - 1099 |
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Description:
Financial Services
Burgess Hill
12/04/2024
Type of Position: Financial Planning Administrator - Burgess Hill
Pay: £25k - £30k
FINANCIAL PLANNING ADMINISTRATOR - BURGESS HILL
We are looking for a Financial Planning Administrator to join our clients team based near Burgess Hill. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients.
Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity.
EXPERIENCE & QUALIFICATIONS
- Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of financial as we know most areas are transferable in skills.
- IT literate
- Numerate and literate with some knowledge various administrative process ideally Investments or financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Excellent organisational and planning skills with the ability to multi-task.
This position will be a part-time role, ideally 3 days each week based in their office.
Responsibilities:
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisor’s prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Burgess Hill, United Kingdom
